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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,795 | $123,155+181.6% | $108,753+218.9% | $155,188+123.5% |
| Participation rate | 60.0% | 75.6%-15.6pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 18.90% | 44.73%-25.8pp | 37.47%-18.6pp | 148.84%-129.9pp |
| Employer contribution / active EE | $4,412 | $2,811+56.9% | $2,427+81.8% | $4,248+3.9% |
| Participant deferral / active EE | $7,162 | $4,623+54.9% | $4,115+74.1% | $6,531+9.7% |
| Admin fee / account holder | $2,578 | $12,126-78.7% | $10,320-75.0% | $14,480-82.2% |